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Carmel Capital Partners, LLC

All holdings · as of Dec 31, 2025

113 positions

CompanyClassValueShares% of portfolio
Innventure, Inc.INVCommon Stock$62.7K15,0000.0%
W&T OFFSHORE, INC.$89.7K55,0000.0%
MSC INCOME FUND, INC.MSIFCommon Stock$155.9K11,8630.1%
Adeia Inc.$182.6K10,5870.1%
Eos Energy Enterprises, Inc.$184.5K16,1000.1%
CARDINAL HEALTH INC$201.6K9810.1%
Palo Alto Networks Inc$203.5K1,1050.1%
VICI PROPERTIES INC.$203.8K7,2480.1%
AMERICAN EXPRESS CO$204.6K5530.1%
VANGUARD CHARLOTTE FDS$208.1K4,3060.1%
Howard Hughes Holdings Inc.$216.7K2,7170.1%
ISHARES TR$224.7K10,0000.1%
Snowflake Inc.$225.5K1,0280.1%
BWX Technologies, Inc.$229.0K1,3250.1%
Seagate Technology Holdings PLC$245.6K8920.1%
AbbVie Inc.$260.9K1,1420.1%
ISHARES TR$267.6K7170.1%
VANGUARD INDEX FDS$274.7K1,0650.1%
Perimeter Solutions, Inc.$277.8K10,0900.1%
VANGUARD ADMIRAL FDS INC$289.4K6510.1%
TechnipFMC plc$334.2K7,5000.1%
Visa Inc$373.2K1,0640.1%
Broadcom Inc.$382.1K1,1040.1%
EXXON MOBIL CORP$382.2K3,1760.1%
Blackstone Inc$382.7K2,4830.1%
VANGUARD INTL EQUITY INDEX F$392.4K5,3340.1%
VANGUARD INTL EQUITY INDEX F$409.6K7,6190.1%
MCDONALD'S CORP$410.8K1,3440.1%
Alphabet Inc.$432.6K1,3820.2%
Simon Property Group Inc$440.4K2,3790.2%
COSTCO WHOLESALE CORP /NEW$453.7K5260.2%
SPROTT ASSET MANAGEMENT LP$485.8K10,6060.2%
Jefferies Financial Group Inc.$495.0K7,9870.2%
SPDR SERIES TRUST$510.1K6,3580.2%
W. R. Berkley Corporation$512.9K7,3140.2%
SCHWAB STRATEGIC TR$530.2K19,7030.2%
ISHARES TR$667.1K9740.2%
ELI LILLY & Co$694.2K6460.2%
SCHWAB STRATEGIC TR$709.8K25,8770.2%
Meta Platforms Inc$794.1K1,2030.3%
Sea Ltd$829.2K6,5000.3%
DoorDash, Inc.$866.1K3,8240.3%
PROSHARES TR$874.5K8,4030.3%
VANGUARD BD INDEX FDS$893.3K11,4700.3%
MICROSOFT CORP$907.8K1,8770.3%
VANGUARD TAX-MANAGED FDS$909.9K14,5660.3%
VANGUARD INDEX FDS$928.7K3,2000.3%
JPMORGAN CHASE & CO$955.4K2,9650.3%
VANGUARD INDEX FDS$987.1K1,5740.3%
ISHARES TR$1.03M10,3370.4%
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